A complete list of active advisors currently associated with Divine Asset Management LLC
Warmer can help you find a great advisor at Divine Asset Management LLC or one who fits your needs even better.
Divine Asset Management LLC provides discretionary investment management, holistic financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients, including employer-sponsored retirement plans and plan participants. The firm reports approximately $6.62 million in regulatory assets under management (as of December 31, 2025) and also offers structured strategic business advisory engagements related to growth, succession, capital strategy, and transaction preparedness under separate written agreements. Investment portfolios are managed on a discretionary basis and tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon, using a mix of fundamental, technical, and macro analysis informed by thematic views on economic, demographic, governance, and innovation trends. When providing advice to retirement plans or IRAs, the firm acts as a fiduciary under ERISA and, where appointed in writing, may serve as an ERISA Section 3(38) investment manager with discretionary authority. What distinguishes the firm from many peers is its explicit offering of institutional retirement-plan services alongside individual wealth management and its provision of non-transaction-based, fixed-fee strategic business advisory retainers. The firm requires custody with Interactive Brokers LLC, generally does not aggregate trades across accounts, does not vote client proxies, and discloses that advisory fees may be deducted directly from client accounts.
To learn more about the advisors currently working at Divine Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Hill, NY
| 32
|
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